ANTIPODES PARTNERS Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Meta Platforms Inc | 0 | 179,243 | +179,243 | 0 | 118,325,383 | +118,325,383 |
| TotalEnergies SE | 0 | 1,390,929 | +1,390,929 | 0 | 90,817,761 | +90,817,761 |
| Amazon.com Inc | 0 | 976,324 | +976,324 | 0 | 225,372,003 | +225,372,003 |
| Salesforce Inc | 0 | 345,036 | +345,036 | 0 | 91,410,340 | +91,410,340 |
| Oracle Corp | 0 | 239,691 | +239,691 | 0 | 46,721,676 | +46,721,676 |
| Microsoft Corp | 0 | 416,915 | +416,915 | 0 | 201,643,550 | +201,643,550 |
| Capital One Financial Corp | 0 | 782,667 | +782,667 | 0 | 189,701,397 | +189,701,397 |
| Brinker International Inc | 0 | 586,808 | +586,808 | 0 | 84,224,999 | +84,224,999 |
| Maplebear Inc | 0 | 762,626 | +762,626 | 0 | 34,305,489 | +34,305,489 |
| Americold Realty Trust Inc | 0 | 2,606,178 | +2,606,178 | 0 | 33,517,962 | +33,517,962 |
| Keurig Dr Pepper Inc | 0 | 2,388,205 | +2,388,205 | 0 | 66,898,638 | +66,898,638 |
| Honeywell International Inc | 0 | 165,328 | +165,328 | 0 | 32,256,258 | +32,256,258 |
| Globus Medical Inc | 0 | 906,833 | +906,833 | 0 | 79,181,526 | +79,181,526 |
| SLB Ltd | 0 | 697,752 | +697,752 | 0 | 26,781,730 | +26,781,730 |
| Merck & Co Inc | 0 | 1,575,811 | +1,575,811 | 0 | 165,882,303 | +165,882,303 |
| Globant SA | 0 | 319,902 | +319,902 | 0 | 20,913,562 | +20,913,562 |
| Brookdale Senior Living Inc | 0 | 11,428,834 | +11,428,834 | 0 | 123,326,365 | +123,326,365 |
| H2O America | 0 | 383,905 | +383,905 | 0 | 18,808,916 | +18,808,916 |
| Quest Diagnostics Inc | 0 | 171,987 | +171,987 | 0 | 29,847,142 | +29,847,142 |
| Century Aluminum Co | 0 | 423,789 | +423,789 | 0 | 16,605,298 | +16,605,298 |
| Chime Financial Inc | 0 | 622,165 | +622,165 | 0 | 15,661,067 | +15,661,067 |
| Power Solutions International | 0 | 228,413 | +228,413 | 0 | 13,052,497 | +13,052,497 |
| Ally Financial Inc | 0 | 2,468,177 | +2,468,177 | 0 | 111,792,118 | +111,792,118 |
| Barrick Mining Corp | 0 | 4,475,725 | +4,475,725 | 0 | 194,936,957 | +194,936,957 |
| Cheniere Energy Inc | 0 | 372,196 | +372,196 | 0 | 72,356,605 | +72,356,605 |
| Keysight Technologies Inc | 0 | 421,464 | +421,464 | 0 | 85,643,691 | +85,643,691 |
| Valaris Ltd | 0 | 695,005 | +695,005 | 0 | 35,030,878 | +35,030,878 |
| Workday Inc | 0 | 189,658 | +189,658 | 0 | 40,737,800 | +40,737,800 |
| Crown Castle Inc | 0 | 1,424,462 | +1,424,462 | 0 | 126,601,430 | +126,601,430 |
| Alnylam Pharmaceuticals Inc | 0 | 47,886 | +47,886 | 0 | 19,043,296 | +19,043,296 |
| Duke Energy Corp | 0 | 770,972 | +770,972 | 0 | 90,372,404 | +90,372,404 |
| American Tower Corp | 0 | 407,157 | +407,157 | 0 | 71,489,914 | +71,489,914 |
| Structure Therapeutics Inc | 0 | 46,243 | +46,243 | 0 | 3,216,442 | +3,216,442 |
| NiSource Inc | 0 | 2,083,217 | +2,083,217 | 0 | 87,001,665 | +87,001,665 |
| Enbridge Inc | 0 | 1,891,021 | +1,891,021 | 0 | 90,615,738 | +90,615,738 |
| Noble Corp PLC | 0 | 257,244 | +257,244 | 0 | 7,265,115 | +7,265,115 |
| Xtrackers Harvest CSI 300 Chin | 0 | 56,694 | +56,694 | 0 | 1,862,538 | +1,862,538 |
| HDFC Bank Ltd | 0 | 312,679 | +312,679 | 0 | 11,426,147 | +11,426,147 |
| Controladora Vuela Cia de Avia | 0 | 177,945 | +177,945 | 0 | 1,580,270 | +1,580,270 |
| NU Holdings Ltd/Cayman Islands | 0 | 3,407,926 | +3,407,926 | 0 | 57,052,959 | +57,052,959 |
| Gitlab Inc | 0 | 27,433 | +27,433 | 0 | 1,029,638 | +1,029,638 |
| Ally Financial Inc | 0 | 8,935 | +8,935 | 0 | 759,532 | +759,532 |
| Roku Inc | 0 | 13,801 | +13,801 | 0 | 1,497,383 | +1,497,383 |
| Honeywell International Inc | 0 | 2,067 | +2,067 | 0 | 604,125 | +604,125 |
| Exelon Corp | 0 | 3,684,480 | +3,684,480 | 0 | 160,618,525 | +160,618,525 |
| Lightspeed Commerce Inc | 0 | 1,024,963 | +1,024,963 | 0 | 12,383,479 | +12,383,479 |
| Fermi Inc | 0 | 58,160 | +58,160 | 0 | 465,315 | +465,315 |
| American Coastal Insurance Cor | 0 | 88,385 | +88,385 | 0 | 1,116,386 | +1,116,386 |
| Magnite Inc | 0 | 24,831 | +24,831 | 0 | 403,037 | +403,037 |
| Bruker Corp | 0 | 13,150 | +13,150 | 0 | 619,543 | +619,543 |
| Sweetgreen Inc | 0 | 51,873 | +51,873 | 0 | 350,688 | +350,688 |
| Procore Technologies Inc | 0 | 857,811 | +857,811 | 0 | 62,401,851 | +62,401,851 |
| Lineage Inc | 0 | 6,729 | +6,729 | 0 | 235,533 | +235,533 |
| Clipper Realty Inc | 0 | 52,758 | +52,758 | 0 | 201,551 | +201,551 |
| Kaspi.KZ JSC | 0 | 12,955 | +12,955 | 0 | 1,012,250 | +1,012,250 |
| Schrodinger Inc/United States | 0 | 11,464 | +11,464 | 0 | 204,992 | +204,992 |
| Monday.com Ltd | 0 | 2,381 | +2,381 | 0 | 351,367 | +351,367 |
| Tidewater Inc | 0 | 5,485 | +5,485 | 0 | 277,068 | +277,068 |
| Avista Corp | 0 | 2,388 | +2,388 | 0 | 92,040 | +92,040 |
| QIAGEN NV | 0 | 1,637 | +1,637 | 0 | 77,489 | +77,489 |
| Regeneron Pharmaceuticals Inc | 0 | 97 | +97 | 0 | 74,877 | +74,877 |
| Medtronic PLC | 0 | 730 | +730 | 0 | 70,129 | +70,129 |
| Gilead Sciences Inc | 0 | 557 | +557 | 0 | 68,371 | +68,371 |
| Stryker Corp | 0 | 288 | +288 | 0 | 101,231 | +101,231 |
| Teva Pharmaceutical Industries | 0 | 2,086 | +2,086 | 0 | 65,109 | +65,109 |
| Immunome Inc | 0 | 8,834 | +8,834 | 0 | 189,769 | +189,769 |
| Vertex Pharmaceuticals Inc | 0 | 127 | +127 | 0 | 57,581 | +57,581 |
| Novanta Inc | 0 | 449 | +449 | 0 | 53,431 | +53,431 |
| Waters Corp | 0 | 175 | +175 | 0 | 66,475 | +66,475 |
| Tango Therapeutics Inc | 0 | 4,513 | +4,513 | 0 | 39,988 | +39,988 |
| Cabaletta Bio Inc | 0 | 17,187 | +17,187 | 0 | 37,642 | +37,642 |
| Viridian Therapeutics Inc | 0 | 1,150 | +1,150 | 0 | 35,791 | +35,791 |
| Disc Medicine Inc | 0 | 419 | +419 | 0 | 33,275 | +33,275 |
| Structure Therapeutics Inc | 0 | 48 | +48 | 0 | 30,002 | +30,002 |
| SI-BONE Inc | 0 | 1,470 | +1,470 | 0 | 28,991 | +28,991 |
| AtaiBeckley Inc | 0 | 7,081 | +7,081 | 0 | 28,963 | +28,963 |
| Thermo Fisher Scientific Inc | 0 | 131 | +131 | 0 | 75,914 | +75,914 |
| Amicus Therapeutics Inc | 0 | 3,926 | +3,926 | 0 | 55,910 | +55,910 |
| Natera Inc | 0 | 330 | +330 | 0 | 75,605 | +75,605 |
| Apogee Therapeutics Inc | 0 | 723 | +723 | 0 | 54,576 | +54,576 |
| Dianthus Therapeutics Inc | 0 | 459 | +459 | 0 | 18,917 | +18,917 |
| Ideaya Biosciences Inc | 0 | 1,150 | +1,150 | 0 | 39,758 | +39,758 |
| Establishment Labs Holdings In | 0 | 969 | +969 | 0 | 70,626 | +70,626 |
| Day One Biopharmaceuticals Inc | 0 | 2,559 | +2,559 | 0 | 23,852 | +23,852 |
| Nuvalent Inc | 0 | 391 | +391 | 0 | 39,334 | +39,334 |
| MYR Group Inc | 0 | 311 | +311 | 0 | 67,959 | +67,959 |
| Sociedad Quimica y Minera de C | 0 | 182 | +182 | 0 | 12,523 | +12,523 |
| General Electric Co | 0 | 141 | +141 | 0 | 43,435 | +43,435 |
| STERIS PLC | 0 | 352 | +352 | 0 | 89,246 | +89,246 |
| Array Technologies Inc | 0 | 1,715 | +1,715 | 0 | 15,813 | +15,813 |
| Shoals Technologies Group Inc | 0 | 978 | +978 | 0 | 8,314 | +8,314 |
| Cencora Inc | 0 | 245 | +245 | 0 | 82,755 | +82,755 |
| Ingersoll Rand Inc | 0 | 502 | +502 | 0 | 39,771 | +39,771 |
| Humacyte Inc | 0 | 11,648 | +11,648 | 0 | 11,189 | +11,189 |
| Sagimet Biosciences Inc | 0 | 3,176 | +3,176 | 0 | 18,803 | +18,803 |
| IRhythm Holdings Inc | 0 | 189 | +189 | 0 | 33,539 | +33,539 |
| ORIC Pharmaceuticals Inc | 0 | 2,399 | +2,399 | 0 | 19,625 | +19,625 |
| 908 Devices Inc | 0 | 5,094 | +5,094 | 0 | 26,746 | +26,746 |
| Janux Therapeutics Inc | 0 | 720 | +720 | 0 | 9,937 | +9,937 |
| Danaher Corp | 0 | 0 | 0 | 0 | 0 | 0 |